KSWA
Kathleen S. Wright Associates’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.7K | Hold |
1,000
| – | – | 0.04% | 125 |
|
|
2025
Q1 | $104K | Buy |
1,000
+40
| +4% | +$4.17K | 0.04% | 123 |
|
|
2024
Q4 | $130K | Hold |
960
| – | – | 0.05% | 117 |
|
|
2024
Q3 | $150K | Hold |
960
| – | – | 0.06% | 117 |
|
|
2024
Q2 | $142K | Hold |
960
| – | – | 0.07% | 115 |
|
|
2024
Q1 | $170K | Buy |
960
+200
| +26% | +$35.4K | 0.08% | 110 |
|
|
2023
Q4 | $108K | Hold |
760
| – | – | 0.06% | 107 |
|
|
2023
Q3 | $84K | Hold |
760
| – | – | 0.05% | 109 |
|
|
2023
Q2 | $100K | Hold |
760
| – | – | 0.06% | 92 |
|
|
2023
Q1 | $126K | Hold |
760
| – | – | 0.08% | 87 |
|
|
2022
Q4 | $113K | Hold |
760
| – | – | 0.08% | 99 |
|
|
2022
Q3 | $113K | Hold |
760
| – | – | 0.09% | 96 |
|
|
2022
Q2 | $107K | Hold |
760
| – | – | 0.09% | 90 |
|
|
2022
Q1 | $161K | Hold |
760
| – | – | 0.12% | 83 |
|
|
2021
Q4 | $176K | Buy |
+760
| New | +$176K | 0.13% | 85 |
|